Business Details
9 Years
experience
Expert Accounting & Bookkeeping Services in Laguna Hills, CA
At Stephanie Lee, CPA, we bring over 15 years of specialized expertise in accounting, bookkeeping, and payroll services to businesses and individuals across Southern California. As a Certified Public Accountant licensed by the California Board of Accountancy, I have served clients ranging from small startups to publicly traded companies, offering tailored financial solutions that align with their unique needs. My professional journey includes roles at top-tier tax and accounting firms, where I honed my skills in tax compliance, audit, and financial reporting across diverse sectors such as education, nonprofit, entertainment, and real estate. I am a proud member of the California Institute of CPAs (CALCPA) and the American Institute of CPAs (AICPA), and I currently serve on the Board of Directors at Seaside Legal Services, a Laguna Beach nonprofit.My mission is to empower clients through ethical, accurate, and client-focused accounting practices, ensuring their financial records are meticulously maintained and their strategic decisions are informed by reliable data. Clients consistently highlight my team's responsiveness, organizational prowess, and ability to simplify complex accounting concepts into actionable insights. We prioritize confidentiality, adaptability to regulatory changes, and a commitment to staying ahead of industry trends to deliver unparalleled service. Whether you need full-service accounting support or assistance with specific tasks like QuickBooks setup or payroll processing, our goal is to alleviate your administrative burdens and position your business for long-term success.
Services
Bookkeeping
QuickBooks Services
Payroll Processing
Financial Statement Preparation
Details
- Year established: 2017
Highlights and features
- We offer over 15 years of experience in accounting and bookkeeping for diverse industries.
- Our team includes a QuickBooks Certified Pro Advisor with proven systemization expertise.
- We provide accurate, on-time payroll processing with federal and state tax compliance.
- Our client-focused approach ensures personalized service and transparent communication.
- We adhere to strict ethical standards and maintain client confidentiality rigorously.
Associations and certifications
- California Board of Accountancy
- QuickBooks Certified Pro Advisor
- California Institute of CPAs (CALCPA)
- American Institute of CPAs (AICPA)
What people say
Responsive and reliable
Attention to detail
Highly recommend
Professional and knowledgeable
Prompt communication
Services
Bookkeeping
Our bookkeeping services ensure meticulous financial record-keeping for businesses and individuals. We handle bank reconciliations, accounts receivable/payable, fixed asset management, and GAAP-compliant financial statements. With over 15 years of experience, we streamline your financial processes to improve accuracy and save time, allowing you to focus on growth.
QuickBooks Services
As a QuickBooks Certified Pro Advisor, we optimize your accounting software for maximum efficiency. Services include chart of accounts setup, data migration, custom report creation, and staff training. Our expertise ensures your financial tracking aligns with regulatory standards while providing actionable insights for informed decision-making.
Payroll Processing
We manage end-to-end payroll processing, including tax filings, W-2/1099 preparation, and direct deposit services. Our system guarantees compliance with federal and state regulations, eliminating penalties while saving you time. Customized reporting tracks employee benefits and ensures timely, accurate payments.
Financial Statement Preparation
We prepare comprehensive financial statements, including income statements, balance sheets, and cash flow analyses. These reports adhere to accounting frameworks like GAAP, providing clarity on business performance. Our monthly, quarterly, or annual deliverables support strategic planning and tax preparation needs.
People
Stephanie Lee
Certified Public Accountant
Stephanie Lee is a CPA with 15+ years of experience serving businesses across education, nonprofit, entertainment, and real estate sectors. She specializes in accounting, payroll, and QuickBooks optimization, prioritizing client confidentiality and ethical standards.
Questions
What accounting services do you offer?
We provide bookkeeping, payroll processing, QuickBooks setup, and financial statement preparation for businesses and individuals in Southern California.
Are you a certified accountant?
Yes, Stephanie Lee is a licensed Certified Public Accountant (CPA) with the California Board of Accountancy and a QuickBooks Certified Pro Advisor.
How can you help small businesses?
We streamline financial operations through accurate bookkeeping, tax-compliant payroll, and customized accounting solutions to improve efficiency and profitability.
Do you work with nonprofit organizations?
Yes, we have experience supporting nonprofits with financial reporting, tax compliance, and grant-related accounting requirements.
What industries do you specialize in?
We serve education, entertainment, real estate, retail, and professional services sectors with tailored accounting expertise.
